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Special CEO Report

February 7th, 2018

By Jeff Petersen, CEO | Sr. Wealth Advisor

Following yesterday’s record drop on Wall Street, the S&P 500’s price return for the past 12 months was “only” 15.5% (per today’s Wall Street Journal). If we ignored the magnitude of an over 1,000 point drop to the Dow Jones Industrial Average this week, we would be pleased with a return that is... Continue reading →

The DOW Drops 1,000 Points... Should I Worry?

February 6th, 2018

By Scott Sarber, President | Sr. Wealth Advisor

Well…that’s a first!  I have been in the financial industry since 1993, and I’ve never seen the DOW Jones Industrial Average (DJII) drop over 1,000 points before.  Yesterday, it dropped over 1,175 points or about 4.6%. Although it was the largest point drop ever, it was certainly not the largest percentage decline... Continue reading →


January 17th, 2018

Your Petersen Hastings team would like to wish everyone a Happy New Year!

As the fourth quarter and the 2017 year came to an end, the overall market provided a

strong positive return, and most investors seem happy... Continue reading →

Tax Reform Signed Into Law

January 12th, 2018

By Donna Yakawich, Wealth Advisor

The newly signed legislation known as The Tax Cuts and Jobs Act of 2017 has made widespread changes to the Internal Revenue Code. The tax reform measure is extremely complex, and the full effects of many provisions are still unclear. Most of the provisions have become effective Jan 1, 2018, of which... Continue reading →

Family Business Tool for Generational Success

January 9th, 2018

By Jeff Petersen, CEO

“I think you’re onto something super important!” This quote is from Mitzi Perdue, advisor to family businesses, and author of “How To Make Your Family Business Last”, prior to the recent interview of Matthew and Jeffrey Petersen about the PGS Generational Assessment®... Continue reading →

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